Q: Good day. I am feeling confused about what's happening with XPH today and hope you might be able to explain things. This is a low beta ETF which rarely shows spikes. During the past ten days of volatility it's highest spikes were in the 2% range. Yet today, despite the markets being largely unmoved, it is down 4.5%, perhaps it's biggest fall since I've owned it. Or is it. Yahoo Finance shows it up based on yesterday's closing price of $109.31 but others like Bloomberg and the Globe, show it down. The Globe shows yesterday's closing at $109 but still has it down more than 4%. Nasdaq shows yesterday's closing at $114.80. If it is down that much, what might have caused it on a quiet Friday?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello,
What are your thoughts on PEJ. I have no consumer cyclical holdings and was thinking of adding this as a 5% weighting. Or would you recommend something else?
Thanks
What are your thoughts on PEJ. I have no consumer cyclical holdings and was thinking of adding this as a 5% weighting. Or would you recommend something else?
Thanks
Q: I noticed high target prices on this pipeline company even though they have a negative tangible book value, huge debt and significant insider selling. Can you give me your opinion of the approximate value of this stock?
Q: Hello team,
Can you please provide me with your overall opinion on this ETF, or do you have an alternate recommendation for this sector?
Thank you,
Can you please provide me with your overall opinion on this ETF, or do you have an alternate recommendation for this sector?
Thank you,
Q: What do you think of the Management team at Leucadia. I know that lately their Assets haven't been performing well at all. Is this just temporary or was it the result of poor leadership, and last would this be a good entry point for a long term hold.
Thanks Gordon
Thanks Gordon
Q: Please provide your opinion of LMT-N. Do you like the sector it is in? How is the valuation? Best, Don
Q: David Burrows recommended EA on Marktcall today. Gaming is
big with the young generation, and I am thinking of buying.
I'd appreciate your opinion of this company at present.
CV
big with the young generation, and I am thinking of buying.
I'd appreciate your opinion of this company at present.
CV
Q: I'm having difficulty in comprehending how this company is able to payout the dividend it pays ? Could you provide some insights please ? What would their payout ratio be ? I've owned it for several years and have done quite well, but am getting nervous.
Thanks Ed G
Thanks Ed G
Q: Hi,
Are you familiar with the American ETF symbol SDY? It is bench marked against the S&P HighYield Dividend Aristocrats Index. Would you consider it a buy?
Thank you.
Are you familiar with the American ETF symbol SDY? It is bench marked against the S&P HighYield Dividend Aristocrats Index. Would you consider it a buy?
Thank you.
Q: Maxim Integrated ( MXIM.us) :
I have a small position in MXIM. Some shares were left over 9 years ago from a sell order that was only filled partially. The holding represents just 0.25% of the portfolio. I suppose I should therefore either sell MXIM , or buy more. I could also leave well enough alone.
I would appreciate your thoughts whenever you have time.
Thank you. Best wishes
Adam
I have a small position in MXIM. Some shares were left over 9 years ago from a sell order that was only filled partially. The holding represents just 0.25% of the portfolio. I suppose I should therefore either sell MXIM , or buy more. I could also leave well enough alone.
I would appreciate your thoughts whenever you have time.
Thank you. Best wishes
Adam
Q: You mentioned in an answer to Barb on Dec 16th that although you like cct, you felt mdt was "much safer" . I own cct and would appreciate it if you would elaborate on why you feel cct is vulnerable ?
Many thanks and best of the season to all at 5i.
Many thanks and best of the season to all at 5i.
Q: Thanks for the quick response to my problem this morning, much appreciated. With your recommendations of CUD and VGG, is ZWA a similar product? Can I have your thoughts and preferences on this one also. Allot of volatility in the markets right now, just looking to park a lump sum of money long term, that pays a decent dividend,[ monthly ] and is some what safe. Thanks again Rick.
Q: Most of my investments are North American and at this time I am looking at adding some international through an ETF. Looking at EEM, FEZ and VXUS. What are your thoughts on this selection looking at a 5 yr window. Would one enter now or even though we are having an up day is there more down side to come. Also any other recommendations.
Merry Christmas to you and staff.
Merry Christmas to you and staff.
Q: Good Morning Peter and team: I would like your opinion on Flowserve in the US. The valuation appears attractive after the "oil sympathy" sell-off, and I'm wondering what you see in this stock. I do not currently own it.
Q: I am mystified by the "buy" rating accorded this stock by several respectable stock rating services. Does your perception of their data give you a similar perception?
Q: Hi
I am about 7 years out from retirement. I have no health care associated stock and am wondering what you would suggest to enter that sector. ie Medtronic (MDT.us) or CCT
I am about 7 years out from retirement. I have no health care associated stock and am wondering what you would suggest to enter that sector. ie Medtronic (MDT.us) or CCT
Q: Need an update on what you think of athenahealth.
Q: This is not a question, but a comment.
Ref: December 15, 2014 (asked by Jim)
Question: I have been looking for an ETF, on the Canadian stock exchanges, that tracks US banks. Can you recommend any and of course, the best one as you see it. (lol)
Thanks for your help!
5i Research Answer:
We woudl suggest the best one (if not the only one) as ZUB, BMO Equal Weight US Banks. It is $199 mm, hedged to the C$, with fees of 0.40%. Three year annual return is 26.7%.
The symbol for US Banks is ZBK, not ZUB. Per the BMO web site, this etf has a distribution yield of only 1.09%, and the fee is 0.35%. Not sure where your performance numbers came from. There are none on the BMO site as this etf only began in Feb. 2014.
Ref: December 15, 2014 (asked by Jim)
Question: I have been looking for an ETF, on the Canadian stock exchanges, that tracks US banks. Can you recommend any and of course, the best one as you see it. (lol)
Thanks for your help!
5i Research Answer:
We woudl suggest the best one (if not the only one) as ZUB, BMO Equal Weight US Banks. It is $199 mm, hedged to the C$, with fees of 0.40%. Three year annual return is 26.7%.
The symbol for US Banks is ZBK, not ZUB. Per the BMO web site, this etf has a distribution yield of only 1.09%, and the fee is 0.35%. Not sure where your performance numbers came from. There are none on the BMO site as this etf only began in Feb. 2014.
Q: Would BP.US be a good stock to purchase. Eddie.
Q: I have been looking for an ETF, on the Canadian stock exchanges, that tracks US banks. Can you recommend any and of course, the best one as you see it. (lol)
Thanks for your help!
Thanks for your help!